- Kemper (Chesterfield, MO)
- …**CANDIDATE PROFILE:** + Highly motivated and natural self-starter, independent thinker, great planner , and team player + Structured in thinking process and strong ... meet shared objectives + Communicates Effectively - develops and delivers multi-mode communications that convey a clear understanding of the unique needs of… more
- Schrodinger (NY)
- …details, and delivering meaningful business results + A highly organized planner who enjoys building/maintaining timelines, making sure nothing falls through the ... including Therapeutics, Data & Decision Science, HR, Legal, Marketing, Corporate Communications , Finance, Payroll, IT, and Information Security + Bridge the gap… more
- Bank of America (Beaumont, TX)
- …Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course. + ... the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also… more
- Sage Hospitality Group (Estes Park, CO)
- …outstanding events. Supports and leads the Events team. Serves as the event planner 's primary contact (following turnover) on property and is responsible for his/her ... positive and involved team attitude to all hotel departments and maintains open communications with all coworkers for the best overall performance of the hotel.… more
- Stanford University (Stanford, CA)
- …with internal and external vendors. + Draft and/or generate routine communications ; coordinate production (formatting, copying, etc.) and dissemination of documents, ... + Knowledge of the University's policy governing events to assist event planner with compliance. + Proficient computer skills and demonstrated experience with office… more
- Truist (Richmond, VA)
- …invited to create a profile, which will let you see your application status and any communications . If you already have a profile with us, you can log in to check ... Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking experience helpful **General… more
- Bank of America (Fort Worth, TX)
- …during the event. This is in addition to event oversight responsibilities with planner , event staff, additional security and venue. Have to be able to recognize ... the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also… more
- Thrivent Financial (Geneva, IL)
- …purchase, sell, hold or exchange securities products + Verbal or written communications with prospective or existing customers regarding financial matters + Handles ... experience desired + 3+ years industry experience required + Certified Financial Planner or Chartered Financial Analyst designation; valued but not a prerequisite +… more
- Deloitte (Seattle, WA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based on the ... + Excellent research and writing skills + Excellent presentation and communications skills + Strong management experience + Strong analytical skills The… more
- Army National Guard Units (Carson City, NV)
- …Analyst (Readiness Reports, Equipment Status and Unit Reports), and Mobility Planner (Mobilization Plans and Mobility Exercise Reports). Collects and researches ... or administrative policies, practices and procedures; experience preparing written communications and oral presentations. Education Education may be used as… more